EP 28 - Our Controversial Financial Advice

11/07/2025 35 min Temporada 1 Episodio 28

Listen "EP 28 - Our Controversial Financial Advice"

Episode Synopsis

Heather and Dave discuss various financial planning topics, including investment projections, rebalancing strategies, client engagement, personal finance decisions, debt management, the role of 529 plans, home ownership versus renting, entrepreneurship, behavioral finance, college education funding, and retirement planning.